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LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
LMVRX vs VIVAX Comparison Chart in %
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LMVRX vs. VIVAX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMVRX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. LMVRX (3.93B). VIVAX pays higher dividends than LMVRX: VIVAX (1.93) vs LMVRX (0.29). LMVRX was incepted earlier than VIVAX: LMVRX (19 years) vs VIVAX (33 years). LMVRX (1.30) is less costly to investors than VIVAX (0.17). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVRX has a lower initial minimum investment than VIVAX: LMVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.76 vs. LMVRX (-6.07). VIVAX return over 5 years is better than : 61.14 vs. LMVRX (20.53).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 8.492 | 11.753 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 208B | 2% |
| Annual Yield % from dividends | 0.29 | 1.93 | 15% |
| Returns for 1 year | -6.07 | 4.76 | -128% |
| Returns for 3 years | 13.22 | 29.79 | 44% |
| Returns for 5 years | 20.53 | 61.14 | 34% |
| Returns for 10 years | 77.28 | 127.21 | 61% |
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